Beacon Financial Strategies’s Capital Group Dividend Value ETF CGDV Stock Holding History

Beacon Financial Strategies’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.8K	Buy	+1,600	New	+$75.3K	0.04%	75

Other funds holding CGDV

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Beacon Financial Strategies's CGDV Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Capital Group Dividend Value ETF (CGDV) in Q2 2026: 1,600 shares worth $78.8K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings.

123 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Beacon Financial Strategies held 1,600 shares of Capital Group Dividend Value ETF worth $78.8K as of Q2 2026.
Capital Group Dividend Value ETF was a new Beacon Financial Strategies position in Q2 2026.
Capital Group Dividend Value ETF made up 0.04% of Beacon Financial Strategies's portfolio in Q2 2026, its #75 holding.
123 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.